The Bulletin with UBS

The 2024 edition of the annual GFO report was compiled entirely in-house for the fifth year and provides the world’s largest and most comprehensive study of single family offices. UBS surveyed 320 clients globally in the first quarter and the online survey methodology was distributed to over 30 markets worldwide. So what did UBS discover this year? Here to tell us is Maximilian Kunkel, chief investment officer for global family and institutional wealth at UBS Global Wealth Management.See omnystudio.com/listener for privacy information.

Renewables account for the majority of energy capacity additions globally, and governments worldwide have recently committed to triple renewables by 2030. Our UBS panellists explain how private infrastructure offers an attractive opportunity for investment as an effective portfolio diversifier and a stable source of income and returns. With Antonia Sariyska and Antoinette Zuidweg. See omnystudio.com/listener for privacy information.

Cutting-edge medical technology, advances in AI and a sharper focus on healthier living mean that reaching the age of 100 could one day be the norm. But can our financial health survive just as long? UBS CIO equity strategist Wen Ching joins the show from Singapore to explain how smart portfolio planning can ensure that investors can live well for longer.See omnystudio.com/listener for privacy information.

The latest instalment in our ElectionWatch series, based on reports published by the CIO of UBS Global Wealth Management. The reports look ahead to November’s potentially seismic general election in the US and consider its impact across sectors, themes and geographies. In today’s edition, Dean Turner and Thomas Wacker consider the implications of this election for Europe. As the vote draws nearer, there are potentially two key issues coming to the fore for European investors, businesses and politicians alike: trade and defence.See omnystudio.com/listener for privacy information.

Geoffrey Hinton and De Kai discuss the future of artificial intelligence, including AI ethics, large language models in medicine, risks of AI, AI accelerationists versus decelerationists, and aligning AI with humanity's goals.

Blended finance is a strategy that’s gaining momentum and visibility. In the past decade, it has mobilised more than $200bn (€188bn) in capital toward sustainable development in developing countries. Dhun Davar, head of social finance at the UBS Optimus Foundation, joins us to explain how this helps funding reach high-impact social and environmental projects that might otherwise be overlooked by mainstream markets. See omnystudio.com/listener for privacy information.

What is the UBS Wealth Management CIO’s outlook for the second quarter of 2024? Our panellists explain why buoyant equity markets, a soft landing in the US, continued central-bank rate-cutting and the ongoing adoption of artificial intelligence have prompted their focus on technology, durable income and risk management. See omnystudio.com/listener for privacy information.

The Global Investment Returns Yearbook is the authoritative guide to historical long-run returns, most recently published by UBS with the London Business School, and covering all the main asset categories in 35 markets.See omnystudio.com/listener for privacy information.

UBS celebrated the 10th year of its proud partnership with Art Basel Hong Kong with a dynamic programme focused on artist responses to city life. We meet Chankalun, an artist who pays homage to the city’s heritage of neon sign-making, and whose works were showcased at the fair in the UBS Art Studio and inaugural UBS One spaces. Plus: Carola Wiese, Senior Art Advisor in the Family Advisory, Art & Collecting division of UBS, and Iwan K Lukminto, collector and founder of Tumurun Museum in Surakarta, Indonesia, join the show to share reflections, highlights and recommendations from this year’s edition.See omnystudio.com/listener for privacy information.

Reflections from the UBS Global Consumer & Retail Conference that took place last week in New York. We invite three UBS experts, including US Hardline/Broadline and Food Retail Analyst Michael Lasser, to share their insights into the key narratives that emerged both from the main sessions and on the margins.See omnystudio.com/listener for privacy information.